ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$3.24M
3
+$3.16M
4
ACN icon
Accenture
ACN
+$2.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.27M

Top Sells

1
+$22.7M
2
+$21.6M
3
+$17.9M
4
NVDA icon
NVIDIA
NVDA
+$4.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.45M

Sector Composition

1 Technology 13.91%
2 Healthcare 8.74%
3 Financials 5.8%
4 Utilities 4.38%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$77.7K 0.01%
133
-2
402
$76.7K 0.01%
3,368
403
$76.4K 0.01%
1,000
404
$76.1K 0.01%
163
-5
405
$74.8K 0.01%
633
-39
406
$72.6K 0.01%
3,652
+120
407
$71.1K 0.01%
231
-14
408
$70.4K 0.01%
229
+1
409
$70.3K 0.01%
2,086
-235
410
$69.8K 0.01%
1,632
411
$69.7K 0.01%
780
-240
412
$69.6K 0.01%
232
-203
413
$69.2K 0.01%
292
+1
414
$68.1K 0.01%
450
-36
415
$67.6K 0.01%
2,000
416
$67.4K 0.01%
1,649
417
$66.4K 0.01%
267
418
$66.1K 0.01%
+1,860
419
$65.4K 0.01%
+1,105
420
$63.4K 0.01%
305
-104
421
$63.3K 0.01%
1,442
+357
422
$62.7K 0.01%
306
-200
423
$62.4K 0.01%
828
-52
424
$61.4K ﹤0.01%
+4,000
425
$60K ﹤0.01%
+925
15 16
17
18 19